Bragg Financial Advisors’s AvidXchange AVDX Stock Holding History

Bragg Financial Advisors’s Portfolio AVDX Stock Details AVDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10,896	Closed	-$108K	–	348
2025 Q3	$108K	Sell	10,896 -14,834	-58%	-$147K	﹤0.01%	344
2025 Q2	$252K	Buy	25,730 +14,834	+136%	+$134K	0.01%	324
2025 Q1	$92.4K	Hold	10,896	–	–	﹤0.01%	332
2024 Q4	$113K	Buy	+10,896	New	+$106K	﹤0.01%	325

Other funds holding AVDX

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bragg Financial Advisors's AVDX Position: Q4 2025 in Review

Bragg Financial Advisors sold out of AvidXchange (AVDX) in Q4 2025, closing a stake of 10,896 shares — an estimated $108K sold.

Bragg Financial Advisors first reported a position in AVDX in Q4 2024 and held it in 4 quarters. The position peaked at $252K in Q2 2025. 1 fund tracked by Wall St. Rank holds AVDX as of Q4 2025.

Bragg Financial Advisors reported no remaining AvidXchange position as of Q4 2025 after selling out during the quarter.
Bragg Financial Advisors sold 10,896 AvidXchange shares in Q4 2025, an estimated $108K.
Bragg Financial Advisors first reported a position in AvidXchange in Q4 2024 and held it in 4 quarters.
Bragg Financial Advisors's AvidXchange position peaked at $252K in Q2 2025.
1 fund tracked by Wall St. Rank held AvidXchange as of Q4 2025.

Based on Bragg Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.